Investment Assistant: Client Service & Trading Support

Hancock Whitney; Gulfport (MS); On-site; USD 35,000 - 55,000; Full time

Job summary

Hancock Whitney in Gulfport is seeking a Client Support Specialist to assist Financial Advisors in delivering exceptional service to clients. Responsibilities include account management, client appointment scheduling, and support for investment transactions.

The ideal candidate will possess a high school diploma, relevant experience in finance, and hold necessary licenses (Life & Health, FINRA). Strong communication and administrative skills are essential for success in this role.

Qualifications

• 2 years of related support experience, preferably in a financial institution.
• Life and Health Insurance License required.
• FINRA Investment Licenses: Series 7, 63, 65/66 required.

Responsibilities

• Assist in opening accounts and preparing for account reviews.
• Schedule client appointments and meetings with bankers.
• Train licensed bankers to assist clients effectively.
• Handle investment opportunities and account discrepancies.
• Provide administrative support to Advisors as needed.

Skills

Client service

Financial compliance

Administrative support

Effective communication

Education

High school diploma or equivalent

Bachelor's degree

Job description

Hancock Whitney in Gulfport is seeking a Client Support Specialist to assist Financial Advisors in delivering exceptional service to clients. Responsibilities include account management, client appointment scheduling, and support for investment transactions.

The ideal candidate will possess a high school diploma, relevant experience in finance, and hold necessary licenses (Life & Health, FINRA). Strong communication and administrative skills are essential for success in this role.